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Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.
Opens MCPBundles Studio with this server selected. After sign-in, chat and run tools from the same thread.
Browse all toolsDomain knowledge for Planhat — workflow patterns, data models, and gotchas for your AI agent.
Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention.
Retrieve a list of all customer assets, providing insights into their value and status. Use this tool to manage and keep track of assets assigned to c...
Access a list of potential customer churns to analyze and mitigate risks. Use this when you need to identify and address clients at risk of discontinu...
Retrieve a list of all companies in your Planhat system for managing accounts and tracking company details. Utilize this when you need a full overview...
Retrieve all recorded conversations with customers, aiding in communication tracking and analysis. Use in scenarios when reviewing client interactions...
Fetch a list of all custom fields set up in your system, allowing for tailored data collection. Use this tool when you need to organize or update cust...
Retrieve detailed profiles of all end users linked to your products or services. Use this to analyze user demographics or behavior. Returns informatio...
Get a full list of all invoices issued to clients, helping with financial tracking and analysis. Use when auditing billing processes or managing accou...
Access a list of all reported customer issues to enhance service resolution processes. Use this tool to track and prioritize customer complaints or re...
Retrieve information on all client software licenses for usage monitoring and compliance management. Employ this tool when conducting audits or managi...
Gather a list of all NPS feedback responses to gauge customer satisfaction and loyalty. Use this tool after an NPS survey cycle to analyze customer se...
Access a list of objectives set for customer success teams within Planhat. Ideal for tracking progress towards goals and enhancing team performance. T...
Gather a list of all current sales opportunities tracked in Planhat. Use this tool to analyze potential business growth and strategize sales efforts. ...
Obtain a detailed list of all sales activities recorded in Planhat. Use this to analyze sales performance and identify trends. Key information returne...
Retrieve a list of all tasks assigned within your Planhat account. Useful for managing team workloads and ensuring all customer success activities are...
List all support tickets logged in your Planhat system. This is crucial for maintaining customer satisfaction by efficiently managing and resolving is...
View a list of all users with access to your Planhat platform. Use this to manage user permissions and ensure account security. The endpoint provides ...
Retrieve a full list of all workflows configured in your Planhat account. Use this endpoint when you need to review or optimize the automation of cust...
Planhat is a customer success platform designed to help businesses manage and optimize customer relationships, analyze data, and drive growth. It provides tools for onboarding, tracking customer health, and ensuring client retention. It provides 17 tools that AI agents can use through the Model Context Protocol (MCP).
Add the MCPBundles server URL to your MCP client configuration (Claude Desktop, Cursor, VS Code, etc.). The URL format is: https://mcp.mcpbundles.com/bundle/planhat. Authentication is handled automatically.
Planhat provides 17 tools that can be called by AI agents, along with a SKILL.md that gives your AI agent domain knowledge about when and how to use them.
Planhat uses API Key or One-click sign in. Planhat requires credentials. Connect via MCPBundles and authentication is handled automatically.
Connect Planhat to any MCP client in minutes
https://mcp.mcpbundles.com/bundle/planhatThe link prefills the Add custom connector dialog — you still review the values and click Add, then Connect to complete OAuth.
Planhat and paste the MCP URL into Remote MCP server URL.Custom connectors at claude.ai require a paid Claude plan (Pro, Max, Team, or Enterprise).
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